Personal Lines Account Manager

Patra Corporation

. Serve as the primary contact and liaison with clients .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Personal Lines Retail Insurance, managing client relationships, and providing exceptional customer service. Proficient in utilizing agency management systems and maintaining efficient workflows while ensuring compliance with industry standards.

Highest-signal resume keywords

Personal Lines Retail Insurance ExperienceActive Property & Casualty Insurance LicenseClient Relationship ManagementOrganizational SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Agency Management SystemPolicy Coverage RecommendationsCustomer Service ManagementEfficiency Improvement IdentificationMarket Condition Analysis

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationAttention to DetailPatienceCultural Effectiveness

Tools & Technologies

SharePointPaperless Workflow ToolsInternet Communication Tools

Certifications & Qualifications

Active Property & Casualty Insurance License

Industry Keywords

Client LiaisonBook of Business ManagementAccount RoundingRenewals ManagementSurplus Lines Management

About the role

Key responsibilities & impact

Serve as the primary contact and liaison with clients
Manage day-to-day servicing, renewals, and new business
Manage an agreed-upon book of business proactively and efficiently
Utilize the India team to support workflows
Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants
Service and manage all aspects of customer service for clients
Manage retention for service center, non-service center, and surplus lines
Promote growth through account rounding and new business
Maintain clients and policies in the agency management system
Make recommendations about policy coverages, changes, exclusions, and insurance coverage needs
Respond to inquiries, concerns, emails, and faxes within 48 hours and return phone calls the same day
Stay abreast of market conditions and technical knowledge of products and tools
Identify and communicate efficiency improvements and revenue opportunities to the Manager
Maintain a paperless workflow
Provide monthly recaps to agencies by the 10th of each month
Ensure expiration lists are in SharePoint using the correct template and format
Perform other duties as assigned

Requirements

What you’ll need

3 to 5+ years of Personal Lines Retail Insurance Experience
Active Property & Casualty Insurance License
High School Diploma or equivalent
Minimum internet speed of 6 mbps download and 3 mbps upload
Wired Ethernet cable connection from home router to computer
No satellite internet
Superior organizational skills
Highly detailed
Excellent verbal and written communication skills
Excellent computer, internet, and Microsoft skills
Patience and eagerness to be culturally effective with offshore (India based) employees

Benefits

Comp & perks

100% remote work
Work/life balance culture
Inclusive and diverse work environment